Set up your business details
Add your clinic name, address, logo and tax details.
These details appear across emails, invoices and patient-facing pages. Go to Setup, then Business Details. A menu on the left lists Details, Security, Compliance, Social, Features and Header & Footer.
Fill in the Details section
Business identity: Business name, Company email, Phone number, Website, Country, Business type and Currency.
Company logo: upload the image used on your documents.
Business address: Street, City, County and Post Code.
Tax registration: VAT number and Tax name, shown on invoices and receipts.
Language, date & time: Default account language, Default timezone, Date format, Week start and Time format.
Save your changes
Save changes and Discard turn on once you edit something. Save before moving on.
Social links and features
Under Social, add your profile links for emails, booking pages and receipts. Under Features, turn modules such as Loyalty or Gift Vouchers on or off.
Up next
Next, read Create a location.